Experienced Executive Director of Online Investing Growth and Business Strategy for J.P. Morgan Wealth Management - Leading Financial Services Firm Seeks Strategic Leader to Drive Business Expansion and Client Acquisition

Introduction to J.P. Morgan Wealth Management

J.P. Morgan Wealth Management is a leading financial services firm that operates within the Consumer and Community Banking (CCB) division of JPMorgan Chase. Our mission is to help investors achieve their long-term financial goals through a broad range of financial products and services. We are committed to creating engaged, lifelong relationships with our clients and putting them at the heart of everything we do. As a key player in the financial services industry, we recognize the importance of innovation, adaptability, and strategic leadership in driving business growth and success.

Job Overview

We are seeking an experienced and strategic leader to join our team as Executive Director of Online Investing Growth and Business Strategy. In this role, you will be responsible for developing and executing non-marketing strategies for client acquisition across new and existing channels and sources. You will work closely with key partners across the organization, including Marketing, Product, Channels, and Finance, to drive business growth and expansion. Your expertise in wealth management, online brokerage, and robo-advisor industries will be essential in helping us navigate the rapidly evolving financial services landscape.

Key Responsibilities

• Develop and execute strategies to drive growth and acquisition of new accounts and assets for the Online Investing business
• Build and maintain strong internal relationships with various teams to bring the value of the firm to our clients
• Monitor industry trends, customer research, and behavioral data to anticipate future shifts and trends
• Coordinate with cross-functional partners to identify and prioritize acquisition strategies
• Partner with enterprise lines of business to execute acquisition strategies and track progress
• Develop senior presentations and business reviews to display success and communicate with senior audiences across the organization

Essential Qualifications and Skills

To be successful in this role, you will need to possess the following essential qualifications and skills:

• Bachelor's Degree or higher with 10+ years of experience in financial services, with experience in wealth management, online brokerage, and robo-advisor industries
• Strong product and strategy background with experience influencing partners across a large, diverse, global organization
• Self-starter with natural curiosity for the wealth management product, digital solutions, markets, and investing
• Proven success delivering business results for a self-directed business
• Experience engaging front-line employees to incentivize and influence desired behaviors
• Excellent attention to detail with strong communication skills (written and verbal)

Preferred Qualifications and Skills

In addition to the essential qualifications and skills, the following are preferred:

• Strong interpersonal skills and demonstrated experience as an influential change agent
• Excellent quantitative and analytical problem-solving skills
• Licensing strongly recommended

Career Growth Opportunities and Learning Benefits

At J.P. Morgan Wealth Management, we are committed to the growth and development of our employees. As a member of our team, you will have access to a range of training and development programs, including:

• Professional development opportunities to enhance your skills and knowledge
• Leadership development programs to help you advance in your career
• Networking opportunities with senior leaders and industry experts
• Access to a range of online courses and training resources

Work Environment and Company Culture

Our company culture is built on a foundation of respect, inclusivity, and diversity. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. Our work environment is dynamic, fast-paced, and collaborative, with a focus on innovation, creativity, and teamwork.

Compensation, Perks, and Benefits

We offer a competitive total rewards package, including:

• Base salary determined based on the role, experience, skill set, and location
• Discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions
• A range of benefits and programs to meet employee needs, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching

Conclusion

If you are a strategic leader with a passion for wealth management, online brokerage, and robo-advisor industries, we encourage you to apply for this exciting opportunity. As Executive Director of Online Investing Growth and Business Strategy, you will play a key role in driving business growth and expansion for J.P. Morgan Wealth Management. Don't miss out on this chance to join our team and take your career to the next level. Apply now!